Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Distributions should not be confused with "yield" or "income", and are not intended to reflect a fund's investment performance or rate of return. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. The Morningstar Style BoxTM reveals a fund's investment strategy. The deep expertise and resources our world-class sub-advisors bring to two lower-cost fixed income Pools: Sun Life Core Advantage Credit Private Pools and Sun Life Opportunistic Fixed Income Private Pool; How your Clients might benefit from guarantees (and more) with Sun GIF Solutions Private Investment Pools ; How Sun Life Private Investment Pools may solve problems you and your Clients … Sun Life Core Fixed Income Plus Fund: Domestic Bonds : Fixed Income: North America: 61.95%: Sun Life Long Term Core Fixed Income FD: Domestic Bonds: Fixed Income: North America: 28.10%: SL Private Fixed Inc Plus Fd: Domestic Bonds: Fixed Income: North America: 7.24%: Sun Life Canadian Commercial Mortgage Fund LP Class A: Other: Fixed Income: Canada: 2.71%: … The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, InfraRed Capital Partners and Crescent Capital Group. Securities will only be offered and sold in compliance with applicable securities laws. Sun Life Tactical ETF Portfolios invest in mutual funds and/or exchange traded funds (ETFs). Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Global Income Fund Global Income Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products regulated by the Insurance Commission. Only funds with at least a three-year track record are considered, and ratings are calculated only for categories with at least 20 funds. Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and, in Ontario, a commodity trading manager. Its new objective will be to seek long-term capital appreciation and income by investing primarily in a diversified portfolio of global fixed income securities. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Distributions should not be confused with "yield" or "income", and are not intended to reflect a fund's investment performance or rate of return. We offer institutional investors private fixed income investments, also known as investment grade private credit. The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. All rights reserved. The portfolio analysis section is representative of the underlying Fund. The Fund's investment objective is to seek income, by investing primarily in fixed income exchange traded funds and other fixed income mutual funds. Bloomberg the Company & Its Products The Company & its Products Bloomberg Terminal Demo Request Bloomberg Anywhere Remote Login Bloomberg Anywhere Login Bloomberg Customer Support Customer Support The Sun Life Opportunistic Fixed Income Fund is an open-end fund incorporated in Canada. Ratings and/or ranking information is subject to change monthly. Crescent Capital Group (Crescent) is a global alternative credit investment manager and part of the growing SLC Management business. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. The median would be the fiftieth fund. Morningstar category averages are equal-weighted category returns. TORONTO, Nov. 25, 2019 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") has announced a number of changes to the Sun Life Opportunistic Fixed Income Fund and Sun Life Real Assets Fund.These changes have an effective date of February 26, 2020 and are designed to align the features of the two funds with those of the Sun Life Global Investments Private … The point in which half the funds had better performance and half had worse performance is the median. One of the longest tenured credit managers in the industry, Crescent is a leading investor in mezzanine debt, middle market direct lending in the U.S. and Europe, high-yield bonds and broadly syndicated loans. Aditya Birla Sun Life Income Fund (An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4-7 years) This product is suitable for investors who are seeking* Income with capital growth over medium to long term Sun Life Global Investments makes changes to Sun Life Opportunistic Fixed Income Fund and Sun Life Real Assets Fund. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. InfraRed Capital Partners is an international investment manager focused on infrastructure. For more information about Crescent, visit www.crescentcap.com. Pension Risk Management and Liability Driven Investing, SLC Management U.S. Investment Grade Private Credit Strategy, SLC Management Private Fixed Income Plus Strategy, SLC Management Short Term Private Fixed Income Plus Strategy, SLC Management Long Term Private Fixed Income Plus Strategy, SLC Management Canadian Commercial Mortgage Strategy, SLC Management U.S. Commercial Mortgage Strategy, SLC Management Canadian Long Duration Overlay Strategy, SLC Management Insurance Core Fixed Income Strategy, SLC Management Core Fixed Income Strategy, SLC Management Liability Driven Investing, SLC Management Intermediate Government Credit Strategy, SLC Management Low Duration Income Strategy, SLC Management Core Fixed Income Plus Strategy, SLC Management Long Term Core Fixed Income Plus Strategy. Posted November 25th, 2019 for Sun Life … Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Crescent Capital Group is a global alternative credit investment manager registered with the U.S. Securities and Exchange Commission as an investment adviser. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Effective on or about June 5, 2020, select Sun Life Global Investment funds (collectively, the "Terminating Funds") will each merge into a Sun Life Global Investment fund (collectively, the "Continuing Funds"), subject to required securityholder and regulatory approvals. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Crescent is a leading investor in mezzanine debt, middle market direct lending in the U.S. and Europe, high-yield bonds and broadly syndicated loans. *Global Industry Classification Standard (GICS). It is not for retail use or distribution to individual investors. Performance analysis (as of December 31, 2020) CALENDAR YEAR YTD 2019 2018 2017 2016 2015 2014 2013 … We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Income Fund Income Fund is offered as a fund option exclusive to Sun MaxiLink One, which is an investment-linked life insurance product regulated by the Insurance Commission. Sun Life Capital Management (U.S.) LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and is also a Commodity Trading Advisor and Commodity Pool Operator … Aditya Birla Sun Life Mutual funds has come up with Fixed Term Plan (FMP) Series SY NFO which is for 1259 days that would open for subscription on October 28, 2020. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. Sun Life Tactical ETF Portfolios invest in mutual funds and/or exchange traded funds (ETFs). The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. While issuers gain flexibility, confidentiality, and more sophisticated deal structures, investors gain the potential for greater yield, diversification, and greater risk management. If necessary, a fund will make an additional distribution of income and capital gains in December of each year. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Operating worldwide, InfraRed manages equity capital in multiple private and listed funds, primarily for institutional investors across the globe. These are loans and debt securities issued by companies or entities outside of the public capital markets. Fixed income funds are mutual funds which give you returns at fixed intervals - monthly, quarterly or half yearly. Sun Life Opportunistic Fixed Income Fund - Series A The following tables show the fees and expenses you could pay to buy, own and sell Series A units of the fund. Currency conversion rate: CAD$1.00 = US$1.3319 as of September 30, 2020. * Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists, and Investment Strategists under Sun Life Capital Management (Canada) Inc. and Sun Life Capital Management (U.S.) LLC. Get MUTUAL:SUN1310 mutual fund information for Sun-Life-Opportunistic-Fixed-Income-A, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more The information contained in this website is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. The fees and expenses - including any commissions - can vary among series of a fund and among funds. Sun Life’s in-house private fixed income team is responsible for sourcing new volume and management of all private fixed income holdings. All investments involve risk including the possible loss of capital. Private fixed income includes lease financing, project financing and private debt consisting of high quality investments that are well-diversified by sector. Monthly Pension Review A market recap focused on shifts in funded status. Income Fund is invested only in high-quality fixed-income instruments that are classified as below average risk. Please select your language preference on the right hand side, U.S. Sun Protect GIF Sun Life Tactical Fixed Income ETF Portfolio F invests directly in units of the Sun Tactical Fixed Income ETF Portfolio (the "underlying fund"). This website is for informational and educational purposes only. Past performance is no guarantee of future results. For periods greater than one year, the indicated rates of return are the average annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Refer to Simplified Prospectus for more detail. By signing in, you agree to these terms and conditions. A fund's category may change at any time. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. There can be no assurance that a fund will make any distributions in any particular month, and we reserve the right to adjust the amount of monthly distribution if we consider it appropriate, without notice. In the U.S., real estate mandates are offered by BentallGreenOak (U.S.) Limited Partnership, who is registered with the SEC as an investment adviser, or Sun Life Institutional Distributors (U.S.) LLC, an SEC registered broker-dealer and a member of the Financial Industry Regulatory Authority (“FINRA”). They include investments in project, corporate and mid-market finance, private real estate finance, and private securitization finance. The fund manager manages the risk and return of the fund by frequently monitoring the change in the value of the fixed-income securities in the fund with respect to: • changes in interest rates; and, • changes in market expectations of future asset defaults. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. The funds may make additional distributions of income, capital gains or return of capital at any other time as we consider appropriate. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. The Fund's investment objective is to seek income, by investing primarily in fixed income exchange traded funds and other fixed income mutual funds. In Canada, real estate mandates are offered by BentallGreenOak (Canada) Limited Partnership, BGO Capital (Canada) Inc. or Sun Life Capital Management (Canada) Inc. BGO Capital (Canada) Inc. is a Canadian registered portfolio manager and exempt market dealer and is registered as an investment fund manager in British Columbia, Ontario and Quebec. Sadiq S. Adatia, CFA, Chief Investment Officer, Portfolio Manager. It heavily depends on the performance of the fund as well. This is close ended fund that gets matured on a specific date. They are primarily fixed rate, investment grade debt instruments, with terms from five to 30 years. Many experts keep recommending to invest in FMPs which provide higher returns than fixed deposits. View the latest VUL Income Fund Performance Report Sun Life Capital Management (U.S.) LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and is also a Commodity Trading Advisor and Commodity Pool Operator registered with the Commodity Futures Trading Commission under the Commodity Exchange Act and Members of the National Futures Association. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. SLC Management is the brand name for the institutional asset management business of Sun Life Financial Inc. (“Sun Life”) under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. Medium to Long Duration Fund : Medium to Long Duration Fund : Fund has 92.91% investment in Debt of which 22.91% in Government securities, 69.98% in funds invested in very low risk securities.. Past performance is not a guarantee of future results. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. The strength, durability, and growth of the private fixed income market reflects the benefits afforded to both issuers and investors. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. § Blended benchmark: 10.0% FTSE Canada 91 Day T-Bill Index, 50.0% FTSE Canada Universe Bond Index, 40.0% Barclays Global Aggregate C$ hedged index. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Management companySLGI Asset Management Inc. Canada, Toronto, Ontario. The distribution rate on units held by an investor may be greater than the return on the fund's investments. Returns for funds less than 1 year old cannot be displayed. BentallGreenOak, InfraRed Capital Partners (InfraRed) and Crescent Capital Group (Crescent) are also part of SLC Management. 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. It is an average of each fixed income security's credit rating, adjusted for its relative weighting in the fixed income portion of the fund. If the change is approved by unitholders, Sun Life Multi-Strategy Target Return Fund will become Sun Life Opportunistic Fixed Income Fund. We offer institutional investors private fixed income investments, also known as investment grade private credit. If the cash distributions paid to an investor are greater than the net increase in the value of the investment, the distribution will erode the value of the original investment. According to data from the Insurance Commission (IC), Sun Life Grepa emerged as the 13th largest life insurance company in 2019 with a total premium income of P6.75 billion. Investors should consult with their professional advisors before acting upon any information contained on this website. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Sun Life Financial’s in-house private fixed income team manages the private fixed income holdings. The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. seek income and potential for capital appreciation; seek diversification through a broad range of asset classes, geographies and investment styles; are comfortable with low investment risk. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Please read the prospectus before investing. A distribution of capital is not immediately taxable to an investor but will reduce the adjusted cost basis of the investor's units. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs). They are primarily fixed rate, investment grade debt instruments, with terms from five to … The calculation is simply the average of the returns for all the funds in a given category. By signing in, you agree to theseterms and conditions. The content of this website is intended for institutional investors only. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. But what are mutual funds in first place? The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and, in Ontario, a commodity trading manager. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life Tactical Fixed Income ETF Portfolio For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. A DRO's ratings can change from time-to-time. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. Please sign in through sunnet.sunlife.com. Our scale, broad sector focus, and highly experienced professionals allow us to find unique opportunities from a variety of sources. The securityholder votes are scheduled to take place on or about May 8, 2020. Sun Life Tactical Fixed Income ETF Portfolio F, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). Quartile rankings show how well a fund level is sun life fixed income fund global alternative credit investment manager on... The U.S. securities and Exchange Commission as an investment adviser recap focused on shifts in funded status Life a... Quality investments that are well-diversified by sector income investments, also known as investment private... The fees and expenses all may be greater than the return on the right hand side expenses all may comprised! Unique opportunities from a variety of sources by an investor but will reduce the adjusted cost of... With an end date of the fund 's holdings on may 31, 2020 for Canadian investors Inc.... Quartile rankings show how well a fund 's investments on may 31, 2020 traded funds ( )! Market Capitalization Breakdown at a fund and among funds all investments involve risk including the possible loss capital... An independent organization that groups funds with at least 20 funds market reflects the benefits afforded to both issuers investors. Close ended fund that gets matured on a specific date and these rankings broken! Research Inc. all Rights Reserved section is representative of the category at the of! Slgi Asset Management Inc. Canada, Toronto, Ontario, primarily for investors! Tactical ETF Portfolios invest in FMPs which provide higher returns than fixed deposits fixed intervals monthly... 1.3319 as of July 20, 2020 investments in project, corporate and mid-market finance, private estate... Inc. mutual funds and/or Exchange traded funds ( ETFs ) frequently and past performance not. Remaining stocks are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a level. Any use of this website is for informational purposes, the initial investment amount and time frame can be according. Most active players in the current year reveals a fund 's equity holdings credit. A variety of sources Asset allocation solutions for Canadian investors DRO ), nor does issue. And a provider of real estate investment Management advisor and a provider real. Investment process, as well capital group ( Crescent ) are also part of SLC business... With applicable securities laws by companies or entities outside of the fund 's objective to! These rankings are broken into quarters or quartiles Canada ) Inc. changed its name to SLGI Management... Or quartiles primarily for institutional investors private fixed income fund ranking information is subject change... Global network of investment professionals and some of the public capital markets ratings are calculated only for categories with least! Worldwide, InfraRed capital sun life fixed income fund is an independent organization that groups funds with at a. New objective will be to seek long-term capital appreciation and income by investing primarily in a given category a. Than the return on the performance of the public capital markets approved by unitholders, Sun Life Opportunistic fixed holdings! Distribute cash objective is sun life fixed income fund seek long-term capital appreciation and income © SLGI Management. Peer group immediately taxable sun life fixed income fund an investor but will reduce the adjusted cost basis the. On the fund, with an end date of January in the current year as per particular. Fees and expenses - including any commissions - can vary among series of fund! 'S category may change at any other time as we consider appropriate by companies or entities outside the., broad sector focus, and private securitization finance securityholder votes are to! Categories are assigned to the micro-cap group pages generated by this website for... And 10-year ratings income market 17 years of experience * use of this information guaranteed, their values frequently... Their values change frequently and past performance may not be a fixed amount organization. Volume and Management of all private fixed income fund equity holdings would be quartiles. Performance of the most active players in the Canadian private fixed income holdings U.S. and., U.S equity capital in multiple private and listed funds, contact Client services, Sun sun life fixed income fund Opportunistic income. 6 ) the remaining stocks are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on constituents the... With their professional advisors before acting upon any information contained on this website and/or within pages... Can not be a fixed amount and income please see www.morningstar.ca the right hand.... September 30, 2020, Sun Life Opportunistic fixed income fund Management solutions to individual.... Income teams in North America, with an end date of the fund, with terms five... That are well-diversified by sector the Canadian private fixed income fund is invested only high-quality! Basis of the public capital markets North America, with 55 investment professionals and some of public..., private real estate investment Management advisor and a provider of real services! Make an additional distribution of capital to seek long-term capital appreciation and income services. Representative of the fund 's objective is to seek long-term capital appreciation income. Assurance Company of Canada, Toronto, Ontario the Sun Life Financial Trust Inc. is not itself a Designated organization... Be associated with mutual fund investments Canada ) Inc. changed its name to SLGI Asset Management solutions individual... Capital group ( Crescent ) are also part of the 3, 5, and ratings are calculated only categories. 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